Filed February 8, 2023
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,793 | $84,499-63.6% | $125,391-75.4% | $66,949-54.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -13.67% | -8.49%-5.2pp | 572.41%-586.1pp | 1.57%-15.2pp |
| Employer contribution / active EE | $4,566 | $3,554+28.5% | $4,816-5.2% | $2,545+79.4% |
| Participant deferral / active EE | $4,960 | $6,785-26.9% | $7,448-33.4% | $4,239+17.0% |
| Admin fee / account holder | $5 | $685-99.2% | $10,009-99.9% | $594-99.1% |